Summary

In this session Mercer’s Gregg Sommer, US Financial Intermediaries Leader and David Hyman, Head of Client Service, Financial Intermediary Practice, will be Joined by Cody Tafel, Head of Strategic Advisory at Thompson, Siegel & Walmsley LLC to explore the technological trends shaping the future of wealth management.

What You’ll Learn:

• How technology is transforming client engagement and service delivery
• Strategies to improve operational efficiency and that seek to reduce costs
• Best practices for integrating new tools into existing workflows
• Perspectives on strategic growth opportunities driven by technological advancements

We look forward to seeing you there.